Ep 006: Estate Planning Essentials

Sage Money Conversations with Barbara Norman CFP®

Rod Hatley -

Sage Money Conversations with Barbara Norman, CFP® -

Episode 006 Estate Planning Essentials -

Rod Hatley, a former JAG officer, found his calling as an estate planning attorney after he and his sister experienced an expensive and time consuming seven-year probate for his fathers’ estate. When Rod’s father fell ill, Rod tried to get his father to do the estate planning he needed. Unfortunately, his father had a mental block and could not bear the thought of gifting or changing legal title to the assets he spent his life accumulating. In 1995, based on his experience with his father, Rod turned to estate planning so he can help others with the family conversations and the planning that needs to take place to avoid estate taxes and the costs and delays of probate.

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Rodney J. ("Rod") Hatley has his J.D., and LL.M in Taxation and he is the founder of Hatley Law Group AP.C.. Rod began his legal career working in personal injury litigation and then for the U.S. Navy Judge Advocate General’s (JAG) Corps, first as a Criminal Defense Counsel and Legal Assistance Attorney and then as a Staff Judge Advocate and Special Assistant U.S. Attorney. During this time he twice received the Navy and Marine Corps Commendation Medal. After coming off of active duty in the JAG Corps, Rod pursued a Master of Laws from the University of San Diego School of Law’s acclaimed graduate tax program and shifted into estate planning, trust, and probate law. Rod is licensed to practice in California and his home state of Tennessee. When he isn’t busy with his practice, Rod enjoys scuba diving (he is open water certified), snorkeling, and surfing (which he does very badly) in San Diego. He is a fan of MidCentury Modern architecture and volunteers his time to the Rotary Club (he is a Paul Harris Fellow) and the Nice Guys San Diego charity.

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Here is what to expect on this week’s show: -

Hear Rod’s story.

Disaster stories that show what happens when a person doesn’t plan.

Basic Essential Estate Planning documents, explained in layman’s terms.

Know the responsibilities of your agents, so you can appoint the right person to unwind your estate and help you if you are incapacitated.

What happens in Probate Court, and how planning can help you avoid it.

How to talk to your children and loved ones about estate planning issues.

Connect with Rod:

WEBSITE: https://hatleylawgroup.com/

FACEBOOK: https://www.facebook.com/HatleyLawGroupAPC/

LINKEDIN: https://www.linkedin.com/company/hatley-law-group-a.p.c./

TWITTER: https://twitter.com/rodneyhatley

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